Diverse Financial Corporation is one of the most respected Life Insurance Agencies and Financial Service providers in the industry. We are appointed with more than 100 of the largest and successful Insurance Companies and Financial Institutions in the world. We specialize in “Building and Protecting Wealth” We are pioneers and innovators in Wealth Management, that provide creative financial & investment solutions for potential estate tax exposure, trusts, asset management and retirement planning. Our Partner Program provides you with all of the resources and licensed specialists to meet the most demanding client’s requirements.
Diverse Financial was founded on and maintains a strong set of core values. We are client driven to develop individual customized plans to meet our clients ever changing objectives, respecting confidentially and maintaining integrity. Our Executive Offices provide a professional environment for our Agents, Attorneys, Case Managers, Certified Financial Planners, Trust Specialists and Underwriters to manage our business and meet with clients. We will continue to provide “cutting edge” financial solutions that are not known by many financial advisors and conventional bankers. We promise to manage your business in a timely and precise manner and to assist you in exceeding all of your personal and professional objectives.
Is to maintain the highest level of integrity & honesty in dealing with every client and to always put the client’s requirements above your own. We expect you to comply with all company and industry standards with regard to work ethics, continuing education and licensing as required by any state or federal agency. We expect you to mirror and deliver the outstanding level of client services that have been a cornerstone to Diverse Financials success. Prior experience in real estate, financial services, sales or insurance is a plus. This position requires a Life and Health Insurance license. If you do not currently have your license, we can assist you in becoming a licensed professional.
If you understand our commitment to our agents, clients and the industry and are interested in being a part of our team, please contact us today.
Because there are more than 30 different types of trusts that come in an almost unlimited variety, we won't try to describe every type here. Suffice it to say that there are two general types: Revocable and irrevocable — with each category covering various specific types. Every client’s requirements vary. Understanding each client’s goals, lifestyle, family dynamics, income, assets and potential estate taxation concerns are required to advise a client correctly and recommend which trust should be created. Some of the more common specific types of trusts that our Attorneys and Trust Specialists have created for families and individuals throughout the United States are:
Special needs trusts, Living trusts, Life insurance trusts, Chartable remainder trusts and Real estate trusts.
Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.
The financial planning process consists of six steps that help you take a "big picture" look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.
Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.
Our Certified Financial Planners (CFP) and Certified Public Accountants (CPA) work as a team with our other advisors to assist our clients in developing a life plan. Growing your current financial portfolio and assets are important components that support lifestyle and develop the foundation for estate & retirement planning. What is important to you today will continue to be important to you tomorrow. Your partner, children and grandchildren should be able to continue their lifestyle and benefit from your legacy.
We specialize in “Building & Protecting Wealth” for high net worth clients. Wealth management, asset protection, retirement & estate planning are all services offered by Diverse Financial. As a licensed Independent Life Insurance Broker or Agent , you help individuals identify and resolve their estate planning needs and desires through our adaptable insurance-focused product line. Taking into account your clients entire estate, you can readily establish an insurance-based plan to protect current assets and supply security to family and loved ones. If you deserve more out of your career, or you want to start a new and successful partnership, then Diverse Financial is your insurance business corporation solution; contact us and apply today!
